Financial Reporting for Portfolio Companies

The numbers on your investment

Your portfolio companies are probably run by talented subject matter experts. But financial reporting isn’t likely to be their strength or focus – building a great company is.

As an investor, you want to know their numbers in detail, and on a regular basis.

This is where we come in: we’re an external finance function that dives deep into the numbers that matter so you have a complete view on your investments.

What we do

Set up streamlined systems & bookkeeping

Stay on top of business and reporting obligations

Cash flow forecasting

Management Reporting

Business Analysis & Reporting

Effective Business Budgeting

Provide Actionable Advice

Provide ongoing education to company operators

How much does it cost?

The costs of our services vary on the size and complexity of your business, and the specific services you choose. We will need to speak to you in order to give you a specific price. Generally speaking, our prices are similar to that of a typical bookkeeping service.

“Over the past twelve years of working with accounting firms who are trying to successfully navigate the transformation of the finance field to this digital age, I’d say the number one thing that SBO provides, that no other partner provides, is that personable side to get right down in the dirt with you, and really understand your business day-to-day challenges. That hands-on support isn’t always there from your traditional accounting partners, who are generally more interested in high-level advisory and year-end reviews.

The sense of ease that the SBO team provide is great. We’ve got SBO servicing us across the board in London, L.A., New York, and Sydney. We’ve got a team of supportive and highly educated and informed people, that we can lean on to solve a lot of our business problems as we grow.”

– Isobel Stackpool, The Projects (read case study here)

Does that all sound good? Here is what to do next.

  1. Start by booking a 20 minute consultation video call with one of our team members. This will give us the opportunity to get to know you and your business and ensure we’ll be a good fit for your requirements. We’ll also be able to guide you on what package is most suitable for you.
  2. If everything ticks off and you’re comfortable with our process, you’re ready to sign up! We will get you on-boarded with us to ensure a seamless transition from your existing processes.
  3. We’re onto implementing Operational Finance into your business. If you have questions, concerns, or just want to know everything’s going to be alright, you can get hold of your team instantly via email or phone. We’re here for you.

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Let’s face it, accounting can be boring.

But it doesn’t have to be. Check out our book, Stark Naked Numbers and learn what your numbers are trying to tell you.